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Create valuation deals from broker emails for follow-up

Create valuation deals from broker emails for follow-up

Your valuation inquiry emails arrive without CRM context, causing manual entry and missed follow-ups. Capture contacts and create deals with property details so reps can follow up same day.

Create valuation deals from broker emails for follow-up

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Overview

Stop valuation leads from sitting in an inbox — capture broker valuation emails directly into CRM as people and deals or append notes to existing contacts. That gives your reps property context and lets them follow up the same day, turning inbound enquiries into timely opportunities.

Create valuation deals from broker emails for follow-up